201: Estate Planning Misses: What Happens When Your Custodial or 529 Account Has No Successor
9 months ago
Estate Administration
What Changes When Mom Becomes Incapacitated?
If your mom (or dad) has a revocable living trust and has now been diagnosed…
10 months ago
Answering Your 10 FAQs About Irrevocable Life Insurance Trusts
With the threat of a “sunset” at the end of this year of the current…
11 months ago
What Can Hulk Hogan and Ozzy Osbourne Teach Us About Estate Planning?
When most people think about Hulk Hogan and Ozzy Osbourne, they probably envision iconic moments…
12 months ago
Five Milestones for Young Adults That Reveal a Need for an Estate Plan
As young adults embark on the journey toward independence, many significant milestones exist to celebrate.…
2 years ago
What You Need to Know About AB 2016: 3 Changes to Probate Law Coming in 2025
One of the noteworthy pieces of legislation passed in 2024 was Assembly Bill 2016 (AB…
2 years ago
How to Protect Separate Property in Estate Planning
How to Protect Separate Property in Estate Planning Estate planning in California can be complex,…
2 years ago